Job description
The role of Professional Client Advisor combines two essential pillars of customer relationships: the human pillar, including interpersonal skills, customer service, empathy and trust; and the financial pillar, including risk analysis and management and business development.
As a Professional Client Advisor, you will be a key partner for the entrepreneurs and professionals in your portfolio. You will support them in managing their projects and contribute to the development of their business.
Your daily responsibilities will include:
- Developing and retaining a portfolio of professional clients through prospecting and advisory activities.
- Identifying and supporting clients' professional and personal projects.
- Analyzing and managing clients' financing needs, with particular attention to risk control and the overall profitability of the relationship.
- Travelling to meet current and prospective clients and assess the results of your financing and prospecting activities.
What the position offers
LCL supports professional development, with more than 3,000 employees changing roles each year within LCL or the Crédit Agricole Group. All positions are open to people with disabilities.
- Attractive overall compensation package including fixed and performance-related variable pay, Group savings plan, profit-sharing and company contributions.
- Additional leave under the banking collective agreement.
- Preferential banking rates and CSE benefits.
- Up to 33 days of teleworking per year.
- Childcare partnerships and CESU vouchers.
- Health and provident insurance.
- Sustainable mobility package and benefits.
- Meal vouchers.
- Training and support throughout your career.
- Supportive team committed to shared objectives.
Recruitment process
- Initial telephone conversation with an HR recruiter.
- Interview with an HR recruiter.
- Interview with a business manager.
Requirements
Management position: No. Level: Non-executive.
Education: Bachelor's degree or equivalent.
You have successful initial experience as a Professional Client Advisor and hold a Bac+3 to Bac+5 qualification. Recent graduates with a Bac+5 from a business school, IAE or university are also considered if they have had an initial banking experience through an apprenticeship or internship.
Minimum experience: 0–2 years.
Skills:
- Commercial skills, including negotiation, identifying opportunities and persuasion.
- Rigor and analytical ability, including knowledge of financial tools and risk assessment.
- Excellent interpersonal and customer relationship skills.
- Adaptability in a demanding environment and when addressing varied issues.